Member Info for opti_mystic

Nice one Ben. I'm multi tasking so...................

Ice, I'm beginning to wonder if anyone can afford it!

The data on the 19 of 21 mice total regression is impressive. As I recall it when AVA6000 when from mice to humans it performed even better because humans have more FAP than mice. The market here is enormous.

TheGord, this happens every time. The scientific data doesn't move it.

Avacta have said that a partnering deal is available at the end of the year. There has been a fair bit of complaining on here about the board. I think, as I've said before, they know how they're going to extract the maximum return for shareholders. That being partnering, getting some human data for 6103, and then once the case is proven beyond any doubt, selling the business. So unless the offer from BP is very compelling, this year would seem to be a little early but maybe they will think as I do, the platform works and it works with more than one chemo, they have mastered things like targeting and increasing the half life/ being able to manage the controlled delivery of the chemo with a variety of linkers , it works and it will work with other warheads too. The platform pre|CISION works like a charm. The more human data they get the more it's worth. I think unless the offer they get is fairly valuing the outstanding science, they'll wait until they get the right offer with the right partner. Avacta know what they have and are holding the cards.

Agreed Ice, but also the duration, it works for weeks after they've stopped dosing

It's not about not understanding, it is deliberately claiming a level of stupidity and ignorance in the face of ALL the evidence to the contrary. These are not credible positions to hold. It is not they don't understand. It is simply they do not want to understand because if they do it's is game over for the FUD like it's game over for cancer. They completely understand they just cannot admit to that so as not to make it too obvious why they're here. But it is already obvious why they're here.

Don't worry yeboha I'm committed long term to this. Seeing it through come what may. The FUD is just noise for their own petty purposes. I'm investing not trading here.

Fine Print, there is absolutely no point whatsoever engaging in any form of communication with Wyndrum it is utterly futile. He is not here is listen, reason, understand or change his mind he is here to be negative about EVERYTHING no matter what. No matter what you say he will make the same point over and over and the things you've written here have been written before to the same individual and it's like it never happened.

He has previously been informed more than once what no SoC means. He has been informed more than once that either improved safety or improved efficacy would get it approved. Also that AVA6000 has both. It has not registered.

The rest is just what is true for literally ANY Biotech. If he is raising those types of issues he should not be investing here.

That raises the legitimate question; so why is he here?

There are a few others the same, this is the greatest cancer treatment for 50 years and him people like him are just here to bash it and trying to make it seem legit, it ain't!

This happened before when for some reason the RNSs were doubled a system glitch I think

Yes I've added a few to the green box brigade this morning. This is game over and has been for a while. The FDA not approving this for standard of care yet is pretty much unforgiveable. I'd say unethical at this point. Of course the market has failed miserably to identify any reason for a significant change in the SP. You can more into the tumour it's safer etc etc. No brainer what are they waiting for, because if it's waiting until PFS is reached or some other kind of bureaucratic lunacy what's the point? It's already better, let's go!

The science in summary says despite dosing at 4 times the usual amount of Dox the safety profile is still much better and Avacta have yet to reach Maximum Tolerated Dose (MTD), nor have they yet reached PFS for the SGC indication.

Also 6103 is a game changer, but hey nothing to see here and the share price won't move on this amazing data because that is not what's going to move the price. So fill your boots whilst you can.

I agree, I think that is the way it'll go.

Bella I'd be disappointed with a $10bn offer. I think it's worth much more than that. Licensing for targeting cancer tumours out-with Avacta's own stable of conditions their drugs target is huge. Lots of BP with patent cliff edges in the next few years plus the huge potential of Exatecan which looks incredible. We've already licensed it out to POINT for a radio therapy. When you look at the cancers this can be applied to from the Avacta March presentation on P8 it lists the number of patients per year for each of only five cancer sites. Taking only the lowest numbers for each condition listed, (there are obviously others to which it might apply) It's over a million patients each year multiplied by the $175,000 supposed cost for the treatment it's very, very big numbers. I think part of the reason BP haven't approached is the size and scale of this deal potential and therefore why rush because if it's wrong that is a stratospheric error. Both sides want more data imo, Avacta to maximise deal value, BP to make sure they're not buying a pup.

Even if you took just ten per cent of those patients allowing for time to approval (which looks as if will be much shorter with the new FDA commissioner), the numbers are very big. $10bn would be a snip. Plus it's what is it worth to big pharma those that a losing patents and therefore opening up to competition, reducing their income drastically in some cases, those that don't currently have much to shout about in this space, this would be a game changer for them. So lots of suitors vying for this. It isn't the cost of having it, it's the cost of not having it.

All the best of luck to you both MG

Ice,

Are you saying your opinion is they have enough data already to pay the correct price for this tech? That there will be a T/O no need to wait? If yes where in your substack case study do you think the price is?

Sure VS and they'll tell them they have many different conversations with lots of interested parties who are all willing to pay significant sums of money and agree a partnering deal on the IP, I don't think it'll be an issue with the data they have.

Avacta have said how they intend to proceed. It will be a partnering opportunity at the year's end and presumably whoever that is will fund they science/Avacta for the following2/3 whilst the science stacks up for 6000 and 6103 and also the technology is licence and hopefully 6000 is fast tracked to market generating income. The T/O won't be this year it'll be 27/8 as per P1b and P2 trials for human safety/ efficacy/ dose regimen and best indications for 6103. That's how they maximise value for shareholders. I can wait for the extra data and significant uplift in valuation.

Nice touch DG

I'd be amazed if one dropped soon but here's hoping.